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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2826
Lakeside Advisors
Washington
$241K
TFP
2827
Triune Financial Partners
Kansas
$240K +$2.28K +47 +0.9%
SWM
2828
Selective Wealth Management
Virginia
$238K -$97.2K -2,000 -27%
MF
2829
Montis Financial
Massachusetts
$238K -$26.2K -540 -9%
BCCM
2830
Bridge Creek Capital Management
Massachusetts
$238K
BRC
2831
Bell Rock Capital
Delaware
$238K +$265K +5,445 New
TWM
2832
Trinity Wealth Management
Pennsylvania
$237K
PGAM
2833
Princeton Global Asset Management
New Jersey
$237K +$340 +7 +0.1%
TA
2834
TFG Advisers
Michigan
$237K +$2.77K +57 +1%
DLCIG
2835
D.L. Carlson Investment Group
New Hampshire
$236K +$36.4K +750 +16%
DP
2836
DDD Partners
Washington
$235K -$4.37K -90 -2%
APWM
2837
Atlas Private Wealth Management
New York
$235K
DW
2838
Domani Wealth
Pennsylvania
$235K
EFL
2839
ERn Financial LLC
Wisconsin
$235K +$14K +288 +6%
SA
2840
Syntax Advisors
New York
$235K +$27K +556 +12%
VCG
2841
Vantage Consulting Group
Virginia
$235K +$27K +556 +12%
AA
2842
Aufman Associates
Pennsylvania
$234K +$535 +11 +0.2%
PPWM
2843
Paragon Private Wealth Management
Kentucky
$233K -$30.5K -627 -11%
ADBIC
2844
A.D. Beadell Investment Counsel
Wisconsin
$233K
PO
2845
Private Ocean
California
$232K
CPP
2846
Capasso Planning Partners
South Carolina
$232K +$19.4K +399 +8%
LF
2847
Lee Financial
Texas
$232K +$59.6K +1,227 +30%
SCP
2848
Seizert Capital Partners
Michigan
$231K
CHA
2849
Cooper/Haims Advisors
New York
$230K -$2.72K -56 -1%
IWP
2850
Innova Wealth Partners
Pennsylvania
$230K